---
title: "Invoice > Create a Partial Invoice"
canonical: "https://technology.bytangram.com/space/TGKB/445710763/Invoice%20%3E%20Create%20a%20Partial%20Invoice"
format: markdown
---
In WorkBook an invoice is created via the jobs module. The invoice type **partial invoice** is most commonly used when invoicing time and expenditures on jobs. In order to create a partial invoice, job expenditures need to be financially posted first.

Often financial teams will be involved in partial invoicing, as this invoice type recognizes revenue directly via the invoice. Once a partial invoice is posted, job expenditures are posted straight to the general ledger, reducing work in progress (WIP) accounts.

> ⚠️ Do not create partial invoices, unless it is part of your agency’s process.

| **ON THIS PAGE YOU WILL FIND:** |
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| > Macro (toc) |

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## CREATE A PARTIAL INVOICE

- In the **jobs list** > select the **job**
- Click the **invoice** icon

![image](media://d25cbc47-8ed8-4476-8197-b6d270e87b45)

- Click **create new** button
- In the create new invoice pop-up box:
  - Select **invoice type**: partial invoice
  - Insert correct **invoice date**
  - In copy data from select **nothing**
- Click **ok**

![image](media://54a24a0d-49cb-4f27-8ba8-f3f6eb39e163)

> 📝 If there is an existing invoice on the job, you can create a new invoice by clicking on the ‘burger’ menu (3-line menu), selecting ‘Create new invoice’ and following the steps as usual.

> ℹ️ In this example we have chosen to create a ‘partial invoice’ and to ‘copy from nothing’. If you wish to create a different type of invoice or create an invoice from any other means, please refer to the specific articles.

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## ADD ITEMS FOR INVOICING

- Go to the **partial invoice** tab > click the **select all** button

> 📝 This will select all time and expenditures that have been posted financially, that have not already been invoiced.

![image](media://ddd5cd04-4429-43da-bfcf-c4b702a4e203)

- If there are entries/line items that you <u>do not</u> want to include in this invoice, uncheck the **settle box**

> 📝 This process will also automatically uncheck the **invoice** box.

![image](media://724bf238-7941-4242-a357-bb870018004a)

Once you have selected the items to be included on your invoice:

- Click the **approve records **button.
- The lines where you unchecked the **settle box** are now removed.

![image](media://0e3979ef-6158-4bb9-b39a-baa383bba665)

- Click the **transfer selected lines to invoice lines **button

![image](media://36f8ffa2-3ee1-41e6-948c-06158f28f454)

- From the pop-up window, choose your preferred **method**
- Click **OK**

![image](media://0b1f4c22-5eb7-490e-9da9-9e6443d439d8)

> 📝 The method you choose will determine how the time entries/line items are pulled into the invoice **lines tab**.

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## AMEND LINE ITEMS

- In the **lines** tab, check how the invoice line items are presented
- Amend the **activity description** field (if applicable)

![image](media://bca2e8c0-a0e8-4afd-979e-8d492e9f70f0)

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## AMEND PHASES

- Go to the **phases** tab
- If required, amend **phase name** and/or **description text**

![image](media://a3fae003-dc69-4388-a159-291697f031d3)

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## ADD INTRODUCTORY OR FINAL COMMENT TEXT

- You can add** introductory notes **or **final comment** text to your invoice via the **header** tab
- Additional client information can also be added here, including Client PO title and number, account number and GLN location no.

![image](media://3361aa3b-8140-4ee0-a720-e79f80981e3a)

- Follow the usual process to submit for approval, print (if required), and finalize the partial invoice.

> ℹ️ To review the layout & details of the invoice go to:
> ℹ️ 
> ℹ️ [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/418513052](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/418513052)
> ℹ️ 
> ℹ️ To submit for approval and finalize the credit note, go to:
> ℹ️ 
> ℹ️ [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/416612427](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/416612427)

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> Macro (contentbylabel)